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Walt Disney

3,024 hedge funds and large institutions have $125B invested in Walt Disney in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,091 increasing their positions, 1,421 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 68.08%67.87% (-0.21%)

5% less funds holding

Funds holding: 3,1683,024 (-144)

18% less capital invested

Capital invested by funds: $154B → $125B (-$28.4B)

23% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $4.07B

23% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,421

39% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 273

49% less funds holding in top 10

Funds holding in top 10: 10252 (-50)

Holders
3,024
Holders Change
-144
Holders Change %
-4.55%
% of All Funds
43.67%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.75%
New
167
Increased
1,091
Reduced
1,421
Closed
273
Calls
$3.14B
Puts
$4.07B
Net Calls
-$935M
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
776
Logan Capital Management
Pennsylvania
$5.35M
SC
777
Savoie Capital
Illinois
$5.34M +$1.92M +17,794 +49%
SC
778
Skylands Capital
Wisconsin
$5.34M +$907K +8,425 +19%
RCM
779
RNC Capital Management
California
$5.29M +$358K +3,321 +7%
BWG
780
Beta Wealth Group
California
$5.26M -$57.7K -536 -1%
FB
781
Fulton Bank
Pennsylvania
$5.25M -$367K -3,405 -6%
AMBIA
782
Allen Mooney & Barnes Investment Advisors
Georgia
$5.25M +$113K +1,051 +2%
PA
783
Perennial Advisors
New York
$5.24M +$291K +2,704 +5%
FA
784
Fagan Associates
New York
$5.24M +$48.9K +454 +0.9%
IIC
785
Ironwood Investment Counsel
Arizona
$5.23M +$132K +1,222 +2%
Bessemer Group
786
Bessemer Group
New Jersey
$5.22M -$47.3K -439 -0.8%
USAA
787
United Services Automobile Association
Texas
$5.2M -$224K -2,083 -4%
EGM
788
Engineers Gate Manager
New York
$5.19M +$5.63M +52,264 New
H
789
HoyleCohen
California
$5.19M +$70.4K +654 +1%
QCM
790
Qsemble Capital Management
New York
$5.17M +$5.6M +52,057 New
PAMG
791
Patton Albertson Miller Group
Tennessee
$5.16M +$690K +6,408 +14%
JC
792
JB Capital
Connecticut
$5.16M -$2.34M -21,765 -30%
MPIM
793
McGinn Penninger Investment Management
Virginia
$5.13M +$8.61K +80 +0.2%
PC
794
Permanens Capital
New York
$5.1M +$704K +6,540 +15%
CIP
795
Chartwell Investment Partners
Pennsylvania
$5.1M +$3.01K +28 +0.1%
BBWA
796
Bell & Brown Wealth Advisors
California
$5.09M +$154K +1,434 +3%
SC
797
Savant Capital
Illinois
$5.08M +$427K +3,969 +8%
BAM
798
Brave Asset Management
New Jersey
$5.06M -$41.4K -385 -0.7%
Acadian Asset Management
799
Acadian Asset Management
Massachusetts
$5.06M +$3.12M +29,010 +132%
BRWA
800
B. Riley Wealth Advisors
Florida
$5.06M -$1.45M -13,446 -21%

DIS Hedge Fund Activity: Q2 2024 in Review

3,024 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2024, worth a combined $125B — down 18% from $154B a quarter earlier.

Sellers outnumbered buyers: 273 funds closed out of DIS and 167 opened new positions — a net loss of 106 holders — while 1,421 trimmed existing stakes and 1,091 added.

The largest buyer was Jennison Associates, adding an estimated $599M. The largest seller was Trian Fund Management, cutting an estimated $3.2B.

  • 3,024 institutional investors held Walt Disney (DIS) as of Q2 2024, down from 3,168 in Q1 2024.
  • Funds reported $125B of Walt Disney stock for Q2 2024, down 18% quarter-over-quarter.
  • 167 funds opened new Walt Disney positions in Q2 2024 and 273 closed out, a net change of -106 holders.
  • The largest Walt Disney buyer in Q2 2024 was Jennison Associates, an estimated $599M added.
  • The largest Walt Disney seller in Q2 2024 was Trian Fund Management, an estimated $3.2B sold.

Based on aggregated 13F filings for Q2 2024.